CreativeOne Wealth, LLC's ownership history for XLE

CreativeOne Wealth, LLC currently holds 380.6K shares with a market value of $23.3M. It started holding XLE on 2024-09-30. At its peak, it held 380.6K shares on 2026-03-31. Its highest holding value was $23.3M on 2026-03-31. At its lowest, it held 39.5K shares on 2025-06-30, with a value of $3.3M on 2025-06-30. In the recent 180 days, CreativeOne Wealth, LLC has increased its shares by 329.9K. In the recent year, CreativeOne Wealth, LLC has increased its shares by 333.2K.